Principal Financial Group - Chicago, IL

posted 23 days ago

Full-time - Mid Level
Chicago, IL
Funds, Trusts, and Other Financial Vehicles

About the position

We're looking for an Associate Director, Institutional Business Enablement to join our Business Management & Analytics team. In this role, you'll drive strategic initiatives to enhance the effectiveness of Principal Asset Management's institutional business and client engagement. Lead initiatives to elevate client outcomes, optimize institutional business operations, and ensure alignment with business goals. Track business enablement initiatives, analyze data, and prepare reports for senior leadership. Use insights to inform decision-making and recommend strategy adjustments. Serve as a key liaison across internal teams (sales, client service, operations, technology, etc.) to enhance communication and alignment. Support change management efforts and oversee tools like Salesforce to drive efficiency. Analyze workflows, identify opportunities for improvement, and implement solutions to streamline processes.

Responsibilities

  • Lead initiatives to elevate client outcomes and optimize institutional business operations.
  • Track business enablement initiatives and prepare reports for senior leadership.
  • Analyze data to inform decision-making and recommend strategy adjustments.
  • Serve as a key liaison across internal teams to enhance communication and alignment.
  • Support change management efforts and oversee tools like Salesforce.
  • Analyze workflows and implement solutions to streamline processes.

Requirements

  • Bachelor's degree in business administration or a related field.
  • 6+ years of experience in business enablement, institutional client experience, client operations, project management, or similar role within asset management.
  • Experience working with institutional clients.
  • Experience leading projects and managing cross-functional teams.

Nice-to-haves

  • Strong project management skills with the ability to manage multiple initiatives simultaneously.
  • Excellent communication, presentation, and interpersonal skills.
  • Analytical approach with problem-solving abilities.
  • Demonstrated ability to collaborate across departments and with external partners.
  • Familiarity with business operations, financial processes, and institutional client needs.
  • Knowledge of business enablement tools and systems (e.g., Salesforce) a plus.

Benefits

  • Flexible Time Off (FTO) for salaried employees.
  • Opportunity to participate in a bonus program for non-sales positions.
  • Sales positions are eligible for sales incentives and bonus plans.
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